Cambier Capital, LLC
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 341216
- Registered since
- April 2, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.24%
- Individuals9.5%
- Charitable Organizations7.88%
- Other Investment Advisers0.21%
- Corporations / Businesses0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Cambier Capital, LLC is an independent registered investment adviser organized as an LLC and identified as a capital allocator that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. Its fee model combines a percentage-of-AUM component with fixed fees. The firm’s record shows an SEC registration year of 2026 and an owner-type classified as individual. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Darin Roth
Investment Adviser RepresentativeCRD 6074916

Jeremiah Yi
IARCRD 7521760

Austin Kight
Investment Adviser RepresentativeCRD 6199144
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 5301 34th Ave Se
- Time zone
- ET (UTC-5)
- Office locations
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